Insight Wealth Strategies, LLC Ishares Treasury Floating Rate Transaction History
Insight Wealth Strategies, LLC
- $749 Million
- Q3 2024
A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 71,190 shares of TFLO stock, worth $3.6 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
71,190
Previous 227,083
68.65%
Holding current value
$3.6 Million
Previous $11.5 Million
68.69%
% of portfolio
0.48%
Previous 1.65%
Shares
2 transactions
Others Institutions Holding TFLO
# of Institutions
419Shares Held
85MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.09MShares$308 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.69MShares$288 Million0.15% of portfolio
-
Morgan Stanley New York, NY3.98MShares$201 Million0.02% of portfolio
-
Ubs Group Ag3.74MShares$189 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.52MShares$178 Million0.06% of portfolio